See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,811 | $209,336-90.1% | $197,124-89.4% | $137,256-84.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.41% | 48.09%-27.7pp | 44.34%-23.9pp | 220.34%-199.9pp |
| Employer contribution / active EE | $3,449 | $6,591-47.7% | $6,227-44.6% | $4,156-17.0% |
| Participant deferral / active EE | $6,292 | $9,614-34.6% | $9,135-31.1% | $6,407-1.8% |
| Admin fee / account holder | $149 | $17,308-99.1% | $16,298-99.1% | $12,270-98.8% |